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Clients Tab in Time Tracker

Clients in Time Tracker are implemented as an optional feature, which can be enabled / disabled on the Team Profile page in the Plugins section. When you enable Clients, the Required option also appears on the right. It determines whether a client selection is mandatory for time and expense items.

Enable Clients plugin on the Team Profile page
Enable Clients plugin on the Team Profile page

Once enabled, a new tab called Clients appears in Time Tracker menu. Click it to see a lits of configured clients.

Clients page in Time Tracker
Clients page in Time Tracker

Click the Add client button to add a new client. On the Adding Client pagem, the fields have the following meaning:
  • Client name - used to refer to the client on other pages.
  • Client address - used in invoices.
  • Tax - value added tax (VAT) to apply to labor items. This tax does not apply to expense items.
  • Projects - select projects associated with the new client by marking appropriate checkboxes. Marking only relevant projects helps to reduce project clutter for users.

Adding a new client in Time Tracker
Adding a new client in Time Tracker

Now you can enter time records and expenses for clients. To do so, select a client on the Time or Expenses pages while entering data. To enter expenses you need to enable the Expenses plugin on the Team Profile page.

Entering work time for client in Time Tracker
Entering work time for client in Time Tracker

You can also run reports or view pie charts for clients.

Client Logins

If you want to give clients read access to their data in Time Tracker, you can do so by creating a client account. Do so on the Users page.

Client accounts have read access to reports and invoices. There is one important consideration: to limit their access to records for a single customer only, associate their login with a client entry in the dropdown control on the right.

Associate login with a client entry to limit the scope of access
Associate login with a client entry to limit the scope of access


Time Tracker User Guide